Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,100 | $62,589-69.5% | $76,768-75.1% | $64,173-70.2% |
| Participation rate | 98.3% | 72.8%+25.5pp | 77.0%+21.4pp | 69.6%+28.8pp |
| Annual return | -34.95% | -1.95%-33.0pp | 2.43%-37.4pp | 7.63%-42.6pp |
| Employer contribution / active EE | $9,963 | $1,832+443.8% | $2,485+300.9% | $2,381+318.5% |
| Participant deferral / active EE | $0 | $3,145-100.0% | $3,852-100.0% | $3,470-100.0% |
| Admin fee / account holder | $0 | $4,667-100.0% | $6,675-100.0% | $4,887-100.0% |